Position in WEC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$729,345
+$16,550 QoQ
Shares Held
6,246
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#642
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TRUST CO OF TOLEDO NA /OH/ holds $21,640,603 across 20 Utilities - Regulated Electric names. WEC ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
73,454 | $6,447,057 | |
| 2 | DUK |
Duke Energy CORP
|
36,950 | $4,677,130 | |
| 3 | AEP |
American Electric Power Co Inc
|
20,967 | $2,868,495 | |
| 4 | ETR |
Entergy Corp /De/
|
21,508 | $2,470,408 | |
| 5 | EXC |
Exelon Corp
|
36,727 | $1,712,211 | |
| 6 | D |
Dominion Energy, Inc
|
18,537 | $1,265,891 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
6,246 | $729,345 | |
| 8 | SO |
Southern Co
|
3,971 | $380,064 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,345 | 6,246 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $712,795 | 6,157 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $685,911 | 6,504 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $745,293 | 6,504 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $730,858 | 7,014 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $764,385 | 7,014 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $659,596 | 7,014 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $677,011 | 7,039 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $556,202 | 7,089 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $614,996 | 7,489 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $575,470 | 6,837 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $513,103 | 6,370 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $412,257 | 4,672 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $518,690 | 5,472 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $507,522 | 5,413 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $461,190 | 5,157 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $519,000 | 5,157 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $510,927 | 5,119 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $516,315 | 5,319 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $469,135 | 5,319 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $466,364 | 5,243 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $490,692 | 5,243 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $482,697 | 5,245 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $508,240 | 5,245 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $459,724 | 5,245 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $462,241 | 5,245 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||